James M. Martin

AMERITAS ADVISORY SERVICES

BEDFORD, TX 76021

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CRD#: 2760601

Professional summary

James Matthew Martin is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Bedford, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. James has worked at 9 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FINANCIAL ADVISER NETWORK; SAME AS BRANCH; INV REL; INSURANCE SALES; OWNER/GENERAL AGENT; START DATE=01/2011; HRS/MO=160; TRADING HRS/MO=40; DIRECT ALL HIRING, MARKETING, PRODUCT PLACEMENT, AND EXPENSE MANAGEMENT FOR AGENCY;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Matthew Martin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 2921 Brown Trail Ste 150, Bedford, TX 76021

RIA

CRD#: 317245

BEDFORD, TX

Past

January 24, 2020 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

FT WORTH, TX

Past

September 20, 2011 - April 7, 2020

ALLIED FINANCIAL CONSULTANT LLC

RIA

CRD#: 158812

FORT WORTH, TX

Past

February 11, 2005 - March 15, 2011

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

FORT WORTH, TX

Past

February 11, 2005 - March 15, 2011

MML INVESTORS SERVICES, LLC

CRD#: 10409

FORT WORTH, TX

Past

January 21, 2004 - February 9, 2005

MONY SECURITIES CORPORATION

RIA

CRD#: 4386

FT WORTH, TX

Past

July 6, 2001 - February 9, 2005

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

September 2, 2000 - August 1, 2001

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

February 22, 2000 - June 30, 2000

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

January 7, 1998 - February 1, 2000

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

August 23, 1996 - December 12, 1997

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/8/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/19/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/3/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/22/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

James M. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Matthew Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

ALLIED FINANCIAL CONSULTANT LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MONY SECURITIES CORPORATION

MONY SECURITIES CORPORATION

PRINCIPAL SECURITIES, INC.

EDWARD JONES

FIDELITY DISTRIBUTORS COMPANY LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2003

Series 63

Date: 7/19/1996

Series 7

Date: 4/3/2000

Series 6

Date: 8/22/1996

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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